Capital Analysts LLC’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Capital Analysts LLC’s Portfolio SRVR Stock Details SRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,179	Closed	-$177K	–	1591
2025 Q4	$177K	Buy	+6,179	New	+$186K	﹤0.01%	638
2025 Q1	–	Sell	-3,048	Closed	-$91K	–	1426
2024 Q4	$91K	Buy	+3,048	New	+$95.4K	﹤0.01%	631
2024 Q1	–	Sell	-5,772	Closed	-$172K	–	1144
2023 Q4	$172K	Buy	5,772 +5,706	+8,645%	+$155K	0.01%	440
2023 Q3	$2K	Buy	+66	New	+$1.89K	﹤0.01%	1062
2021 Q1	–	Sell	-553	Closed	-$20K	–	1101
2020 Q4	$20K	Buy	553 +225	+69%	+$7.99K	﹤0.01%	519
2020 Q3	$12K	Buy	+328	New	+$11.9K	﹤0.01%	572

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital Analysts LLC's SRVR Position: Q1 2026 in Review

Capital Analysts LLC sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2026, closing a stake of 6,179 shares — an estimated $177K sold.

Capital Analysts LLC first reported a position in SRVR in Q3 2020 and held it in 6 quarters. The position peaked at $177K in Q4 2025. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

Capital Analysts LLC reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Capital Analysts LLC sold 6,179 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $177K.
Capital Analysts LLC first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2020 and held it in 6 quarters.
Capital Analysts LLC's Pacer Data & Infrastructure Real Estate ETF position peaked at $177K in Q4 2025.
104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.